Sevenfold for Accounting Firms — AI Lead Generation
AI Lead Generation for Accounting Firms
MAX finds the business owners your firm wants on its books and emails them from your own mailbox, once you’ve approved every email. He reads each reply and sorts it, so you know which owners want to talk.
Finds small business owners your firm wants
Puts hiring and newly funded businesses first
Drafts emails from your firm's AI Brain
Sends from your firm's own mailbox
Tells you which owners want to talk
Tax time fills the diary, not the pipeline
Who finds your next business clients while the team lodges returns?
From July to October your accountants are buried in returns, BAS and ATO letters. Nobody has an hour to write to the builder, the café group or the dental practice you’d like on your books. When the rush ends, there’s no one new to call. Meet MAX, Sevenfold’s AI lead generator. He tracks down business owners who fit your firm, writes to them by email and tells you who replies with interest.
Business owners who match your ideal client
Describe the clients you want, such as directors of Brisbane construction firms or owners of cafés with 11 to 50 staff. Every day, at the hour you choose, MAX adds new matches from a large business-contact database.
- Filters by job title, industry, seniority, location, company size and keywords, and leaves out any titles you exclude
- Verified work emails only, with each lead’s name, job title and company
The owners worth writing to first
MAX grades every lead from A to D for fit and timing. A business that has just raised money, has job ads open, or uses software matching your keywords, such as the accounting package your team knows best, goes to the top.
- Each lead’s ‘why now’ line goes into their first email, so the director sees why your firm wrote
- Scoring retunes weekly from the signals that drew replies
Emails drafted from your AI Brain, sent once approved
MAX writes 1, 3 or 5 emails using your AI Brain: the services your firm offers, from BAS to advisory, and how you pitch them. Edit any, or ask MAX in chat for a fresh one. Nothing leaves until every email is approved.
- Weekdays, 9am to 6pm in your firm’s time zone by default
- 50 emails a day by default, up to 500, at least five minutes apart
Is MAX right for your practice?
Made for firms that want more business clients
MAX writes to people at businesses, not households. That suits a practice chasing company work, and it rules a few things out.
Who your campaign can reach
- Owners and directors of trades, retail and hospitality businesses
- Practice managers at medical, dental and allied health clinics
- Finance managers at companies with 51 to 200 staff
- Businesses in the cities and regions your firm serves
MAX isn’t the right choice if
- You want individuals who need a personal tax return done
- You want website enquiries or client referrals followed up
- You need each lead copied into your practice software
- You want LinkedIn messages as part of the sequence
When a business owner writes back
Four replies your firm will see, handled
“We’re interested”
“Can you take over our payroll?”
“Ask me again after tax time”
“Not interested”
Getting started
Your firm’s first campaign in five steps
- Switch on lead sourcing. It stays off until you turn it on.
- Connect the firm’s mailbox. Gmail, Outlook / Microsoft 365, Zoho Mail or any IMAP/SMTP mailbox. Replies land in that inbox.
- Set your firm’s time zone. Emails then go out during your office hours.
- Describe the clients you want. Create a campaign with at least one filter, for example retail business owners in Adelaide.
- Approve the sequence. MAX starts emailing the owners on your list.
See everything MAX does, or meet the AI team for accounting firms.
More ways Sevenfold can help
Questions & Answers